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Senior Associate, Accounting and Controls
Sun LifeSenior Associate in SLC Finance responsible for accounting, reporting, and controls. Supporting finance functions and compliance requirements in a growing global asset management firm.
Tech Stack
Tools & technologiesTableau
About the role
Key responsibilities & impact- Co-ordinate and complete various aspects of the monthly and quarterly finance functions including the accounting close, chart of value requests, reconciliations, reporting and analytics
- Support SLC projects and initiatives through the preparation and posting of journal entries in SAP, ensuring balances are accurate and aligned with reporting and accounting requirements
- Assist in the preparation of legal entity financial statements, performing detailed analytical reviews and investigating variances to ensure accuracy and completeness
- Support compliance and regulatory reporting requirements, including excess minimum capital calculations and participation fees
- Support audits by coordinating deliverables, preparing audit samples, and liaising with internal stakeholders to address auditor requests
- Collaborate with various SLC teams to operationalize new processes including process documentation
- Identify and implement process efficiencies including the use of automation
- Establish and maintain robust governance and financial controls
Requirements
What you’ll need- Bachelor’s degree with experience in finance or reporting related functions (5-7 years) combined with a finance background
- Professional accounting designation (CPA, CA, CMA, CGA) will be strongly preferred
- Strong verbal and written communication skills, with an ability to summarize detailed information to relevant stakeholders
- Self-starter with ability to drive progress and execute on assigned deliverables
- Strong problem solving and time management skills
- Keen attention to detail with an inquiring mindset to strive for process efficiencies and improvements
- Ability to build and maintain strong relationships with individuals at all levels of the organization
- Strong experience with the effective use of financial reporting systems and tools
- Experience with SAP preferred
- Ability to operate in an environment experiencing rapid change, and work under pressure to meet demanding response times, while paying strict attention to detail
- Proficiency in Microsoft Office tools including Excel, PowerPoint, and Word; Experience with Power BI, and/or Tableau will be an asset
- Experience with working at a Financial Institution especially in the Asset Management space will be a valuable asset
Benefits
Comp & perks- Excellent benefits and wellness programs to support the three pillars of your well-being – mental, physical and financial – including generous vacation and sick time
- Market-leading maternity, parental and adoption leave top up program
- A partially-paid sabbatical program
- Pension, stock and savings programs with an employer-paid match to help build and enhance your future financial security
- A flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development
- Award winning workplace culture - Great Place to Work® Certified in Canada and the U.S., “Best Places to Work” by Glassdoor
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Financial ReportingAccounting CloseReconciliationsAnalytical ReviewsProcess DocumentationExcess Minimum Capital CalculationsAudit CoordinationJournal EntriesProcess EfficienciesGovernance And Financial Controls
Soft Skills
Problem SolvingTime ManagementRelationship BuildingSelf-StarterAbility To Work Under Pressure
Certifications
CPACACMACGA